“Don’t live to work – work so you can live.” This principle has guided Larry Baker over his 30+ year career in the financial services industry. As a Senior Vice President at Merritt Point, Larry utilizes a patient approach to wealth planning and specializes in generating income for his clients. His areas of expertise include retirement planning, structuring generational assets, and asset allocation.
Larry has been in the financial services industry since 1989 when he joined a predecessor firm to Wells Fargo & Company. During that time, he earned a reputation for being a true partner to his clients and their families. Through the ups and downs, Larry was in lockstep with his clients the entire journey – in some cases for over 25 years! He took a great deal of pride in being a successful branch manager and training new financial advisors, not just on the ‘hows’ and ‘whats’ but, most importantly, on the ‘whys' that drive investment planning. He’s recognized for his empathy and approachability to all comers.
Larry knows the importance of connecting with his clients' families because he’s a family man himself. He’s been married for nearly 50 years with 2 daughters & sons-in-law as well as 5 grandkids. Everything in Larry’s life comes back to his family. Larry enjoys travel and has been a resident of Stamford & Greenwich, CT for the last 35 years.